How do I integrate naturalForms with Vtiger CRM?
Table of Contents
Let us now learn how to use naturalForms for digital signatures.
Follow these steps to send a document for digital signature using naturalForms:
Follow these steps to send a document for digital signature using naturalForms:
- Step 1: Adding templates on naturalForms
- Step 2: Setting Up naturalForms Identifiers for Merging CRM data
- Step 3: Connecting your naturalForms account to Vtiger CRM
- Step 4: Enabling Template Settings
- Step 5: Sending the document for digital signature
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